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KCS - How to Sort Matters

Objective:

  • How to re-order the list of Matters from the Matters tab
  • Ex. Sort Matter by "Open date"
  • Re-organize the Matters data table

Environment:

  • Clio Web App

Additional Information:

Within the new Clio experience the sorting will be saved, even if you navigate away from the Matters tab.

Procedure:

  1. Navigate to the Matters tab
  2. Click on the title of the column you would like to sort the Matters by(ex. "Open date")

 

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